Importing Bills into Timekeeping

You may created invoices for imported time entries.

Note

You need to do this at the same time as importing time entries.

Columns in the import spreadsheet for creating Bills

There are extra columns in the time entry import:

• TE Ref  
• Bill Ref
• Invoice Date      
• Bill Note             
• Billed $
• Woff Won

TE ref

By entering a "TE Ref" you may bill the same time sheet on several bills (different "Bill Ref"). The import will not import a duplicate time sheet with the same "TE ref".

Bill Ref

The "Bill Ref" groups time entries into a single bill.

Invoice Date

The date of the invoice. The import uses the first field in the spreadsheet.

Bill Note

Any notes for the invoice. The import uses the first field in the spreadsheet.

Billed $

The amount of the invoiced amount for the individual time sheet line. The total of the "Billed $" amounts will add up to the total of the invoice.

Woff Won

The amount w/off or w/on amounts for the individual time sheet line. The total of the "W/Off W/On" amounts will add up to the total written off or written on for the invoice.